Original filing (PDF)20251008084103NAL0003132883001

Massachusetts Bay Transportation Authority Retirement Fund

Name: Massachusetts Bay Transportation Authority Retirement Fund — Form 5500 Plan 003 (2024)
Creator: Massachusetts Bay Transportation Authority Retirement Fund
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

MBTA Retirement Fund Executive Staff Defined Contribution Retirement Plan and Trust

Defined-contribution retirement plan · Massachusetts Bay Transportation Authority Retirement Fund's MBTA Retirement Fund Executive Staff Defined Contribution Retirement Plan and Trust held $565K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$565K

Net assets (EOY)

$565K

People on this filing

Jacquelyn Carey signed Massachusetts Bay Transportation Authority Retirement Fund's 2024 Form 5500 as plan administrator.

Jacquelyn Carey — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Massachusetts Bay Transportation Authority Retirement Fund's EIN is 04-2460287.

EIN 04-2460287

Plan number 003

Plan year 2024

ACK ID 20251008084103NAL0003132883001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Massachusetts Bay Transportation Authority Retirement Fund from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Massachusetts Bay Transportation Authority Retirement Fund's plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MASSACHUSETTS BAY TRANSPORTATION AUTHORITY RETIREMENT FUND.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score